Ubs Financial Services Inc
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About this Advisor
Stephen Riebe is a financial advisor whose office is in Austin, Texas. Currently an advisor at Ubs Financial Services Inc, they have gathered 12 years of professional experience in the financial advisory industry. Riebe maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Riebe is able to work with investors based out of Texas. During their career, Riebe has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Austin, Texas, and operates out of 369 other locations across the country. Overall, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 client accounts and retains more than 13,402 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 453,419 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 52% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Ubs Financial Services Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
Stephen Riebe Work History
Stephen has 12 years of experience.
Ubs Financial Services Inc
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Stephen Riebe has no disclosures.
Please visit their SEC profile for more details.